Northwest Financial Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Northwest Financial Advisors’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,706	Closed	-$385K	–	72
2025 Q3	$385K	Buy	2,706 +8	+0.3%	+$1.11K	0.49%	58
2025 Q2	$358K	Buy	2,698 +8	+0.3%	+$1.04K	0.5%	57
2025 Q1	$361K	Buy	2,690 +7	+0.3%	+$939	0.3%	74
2024 Q4	$352K	Buy	2,683 +9	+0.3%	+$1.23K	0.29%	74
2024 Q3	$361K	Buy	2,674 +290	+12%	+$37.5K	0.29%	67
2024 Q2	$288K	Sell	2,384 -815	-25%	-$98.9K	0.29%	73
2024 Q1	$394K	Sell	3,199 -169	-5%	-$19.8K	0.43%	60
2023 Q4	$395K	Buy	+3,368	New	+$371K	0.34%	52

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwest Financial Advisors's DVY Position: Q4 2025 in Review

Northwest Financial Advisors sold out of iShares Select Dividend ETF (DVY) in Q4 2025, closing a stake of 2,706 shares — an estimated $385K sold.

Northwest Financial Advisors first reported a position in DVY in Q4 2023 and held it in 8 quarters. The position peaked at $395K in Q4 2023. 1,386 funds tracked by Wall St. Rank hold DVY as of Q4 2025.

Northwest Financial Advisors reported no remaining iShares Select Dividend ETF position as of Q4 2025 after selling out during the quarter.
Northwest Financial Advisors sold 2,706 iShares Select Dividend ETF shares in Q4 2025, an estimated $385K.
Northwest Financial Advisors first reported a position in iShares Select Dividend ETF in Q4 2023 and held it in 8 quarters.
Northwest Financial Advisors's iShares Select Dividend ETF position peaked at $395K in Q4 2023.
1,386 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2025.

Based on Northwest Financial Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.